3,411 hedge funds and large institutions have $216B invested in Merck in 2023 Q4 according to their latest regulatory filings, with 373 funds opening new positions, 1,236 increasing their positions, 1,481 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,411
Holders Change
+216
Holders Change %
+6.76%
% of All Funds
50%
Holding in Top 10
175
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-5.41%
% of All Funds
2.57%
New
373
Increased
1,236
Reduced
1,481
Closed
107
Calls
$1.92B
Puts
$1.75B
Net Calls
+$175M
Net Calls Change
-$230M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
1301
Lineweaver Wealth Advisors
Ohio
$3.18M +$622K +5,704 +24%
DSC
1302
Duncker Streett & Co
Missouri
$3.18M -$66.8K -613 -2%
CICC
1303
Capital Investment Counsel (Colorado)
Colorado
$3.18M +$3.18M +29,161 New
TAM
1304
Trust Asset Management
Texas
$3.18M
RPWA
1305
Regent Peak Wealth Advisors
Georgia
$3.17M +$383K +3,514 +14%
CG
1306
Cynosure Group
Utah
$3.17M +$2.03M +18,645 +179%
WMA
1307
West Michigan Advisors
Michigan
$3.17M +$356K +3,265 +13%
LJHT
1308
Laurie J. Hall Trustee
$3.16M -$73.6K -675 -2%
HAC
1309
Harbor Advisory Corp
New Hampshire
$3.16M -$275K -2,522 -8%
FFM
1310
Forum Financial Management
Illinois
$3.15M -$210K -1,926 -6%
BLC
1311
Brown, Lisle/Cummings
Rhode Island
$3.15M +$978K +8,974 +45%
DMC
1312
Drexel Morgan & Co
Pennsylvania
$3.15M +$249K +2,281 +9%
VIA
1313
Vickerman Investment Advisors
Washington
$3.15M -$84.5K -775 -3%
GSEP
1314
Golden State Equity Partners
California
$3.14M -$7.41K -68 -0.2%
BI
1315
Berkeley Inc
Idaho
$3.13M -$37.8K -347 -1%
SIC
1316
Shoker Investment Counsel
Ohio
$3.12M +$43.6K +400 +1%
CCA
1317
Checchi Capital Advisers
California
$3.12M -$81.7K -749 -3%
CWP
1318
Concord Wealth Partners
Virginia
$3.12M +$483K +4,432 +18%
SSW
1319
Stone Summit Wealth
Florida
$3.12M +$12.5K +115 +0.4%
1WA
1320
180 Wealth Advisors
Washington
$3.11M -$73.6K -650 -2%
CIAS
1321
Capital Investment Advisory Services
North Carolina
$3.11M -$57.6K -528 -2%
PWA
1322
Phoenix Wealth Advisors
North Carolina
$3.11M -$147K -1,302 -5%
FPB
1323
First PREMIER Bank
South Dakota
$3.11M
AT
1324
Arden Trust
Delaware
$3.11M -$60.8K -558 -2%
HFM
1325
Hartford Financial Management
Connecticut
$3.09M +$32.8K +301 +1%